Cohort 4

Independent Portfolio Manager

Jeff Pallister

Executives and senior leaders who set strategy, lead teams, and drive organizational outcomes.

Operations professionals who optimize processes and manage day-to-day business functions.

Broad professional audience — content relevant across many roles and functions.

Applying AI tools and techniques to professional workflows — assign alongside more specific AI topics.

Building autonomous AI agent systems that take actions, use tools, and orchestrate multi-step workflows.

Using AI coding assistants and tools to write, review, and ship code faster.

Automating professional workflows with AI tools — productivity, operations, and task automation.

Using Claude Code to build and ship software through an AI-powered command-line coding workflow.

Model Context Protocol — building tool integrations and server connections for AI agents.

Using AI tools like Cursor, Replit, and Lovable to build and ship functional software without a traditional engineering background.

Move from prompting Claude to building with it: AI systems that run your workflows, improve themselves, and install for your team.

UC Berkeley AI Instructor | ex CIO/CPO 

Microsoft

UC Berkeley

Capital One

Google

Amazon

James Gray

UC Berkeley AI Instructor | Former CIO/CPO | Trained 5,000+ Leaders

Agentic AI for Claude Builders

<h3>Why I enrolled</h3>
My Goals — Agentic AI for Claude Builders<ul class="list-disc ml-8"><li>Build a Trading Cockpit — one Claude-powered system covering all four of my trading systems</li><li>Master the full Claude platform — Claude.ai, Desktop, Cowork, and Claude Code working together as my trading cockpit, not four separate tools</li><li>Build a custom Skill for each system — one per system, plus shared skills (regime read, journal, risk check, post-trade review)</li><li>Codify my 8-stage workflow / trade cycle — applied consistently across all four systems</li><li>Automate the repeatable work — Claude handles regime reads, plan drafts, journaling, screenshot capture, and review summaries so I focus on judgment calls</li><li>Ship the Capstone to a live URL — Trading Cockpit web app with system selector, stage tracker, prep dashboard, plan workspace, trade journal, and review surface</li><li>Start with the most-ready system, replicate the pattern — build one system end-to-end first, then port the framework to the other three</li><li>Build credibility to teach this — leave the course able to demo the Cockpit, explain the architecture, and hand the framework to another trader</li></ul>



<h3>What I’ll apply</h3>
Get skills nailed down and repeatable.

Certificate

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